Senior Virtual Client Services Specialist; Remote
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-09-17
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Customer Service/HelpDesk
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Finance & Banking
Raymond James is seeking a remote support specialist to assist financial advisors and clients with proactive virtual support, account maintenance, and high-quality service. The role emphasizes coordinating with advisors, handling forms, transfers, and reporting to ensure smooth client experiences.
Ideal candidates will have an associate’s degree and 5 years of licensed financial services experience, plus licenses such as SIE and Series 7/63/65/66 as required by state.
The Senior Virtual Client Services Specialist (Remote) role at Raymond James is now open for applications in NC, United States.
As a Senior Virtual Client Services Specialist (Remote), you will play an important part at Raymond James in NC, United States.
We invite applications for the Senior Virtual Client Services Specialist (Remote) position located in NC, United States.
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